Umango: Visibility of clients on a dealer group/centrally hosted site?

It is common that multiple practices or businesses are established within dealer group or centrally managed sites. XPLAN inherently manages this situation through the use of Groupsto ensure that client information is visible only to the respective practice.

If a practice decides to utilise Umango Extract on such a site, will the software restrict access to only those clients belonging to the practice when scanning documents via their multi function device OR will they have access to view all clients on the site?

In short, Umango will adhere to the XPLAN permissions that are granted to the user. Each 'job' that is created requires that both the XPLAN URL, user name, and user password is added to the configuration settings. These credentials are utilised by the integration to determine who the user can 'see' when searches are performed, and who has access to the XPLAN Notes generated when scanned content is posted.

Please note: Users should be aware that if they have the XPLAN Capability to 'Share with All' when creating Notes within XPLAN, they will also has this ability within Umango.

Following are a couple of Umango screenshots which highlight the XPLAN configuration screen at the 'job' level (hope this helps). The zones are whatever you create within the Umango job, these become available to map into the relevant areas of XPLAN as well if you wish to browse XPLAN where each document is to reside (this video demonstrates the benefits of using zones: Umango & XPLAN: Implementing an efficient paper management solution).These are reflected within the Umango application when scanning documentation as well as on the touch screen of the supported photocopier touch screen:

Configuration into XPLAN is quick and easy.

Create fields that you want to read off your documents and easily match these to fields within XPLAN.

Specify who has access to the documents you are scanning into XPLAN.

Specify the file type you want saved into XPLAN and how you want the file named.

As part of document scanning you can specify if you wish to browse areas of XPLAN and decide document by document where they are to be stored.

In short, Umango will adhere to the XPLAN permissions that are granted to the user. Each 'job' that is created requires that both the XPLAN URL, user name, and user password is added to the configuration settings. These credentials are utilised by the integration to determine who the user can 'see' when searches are performed, and who has access to the XPLAN Notes generated when scanned content is posted.

Please note: Users should be aware that if they have the XPLAN Capability to 'Share with All' when creating Notes within XPLAN, they will also has this ability within Umango.

Following are a couple of Umango screenshots which highlight the XPLAN configuration screen at the 'job' level (hope this helps). The zones are whatever you create within the Umango job, these become available to map into the relevant areas of XPLAN as well if you wish to browse XPLAN where each document is to reside (this video demonstrates the benefits of using zones: Umango & XPLAN: Implementing an efficient paper management solution).These are reflected within the Umango application when scanning documentation as well as on the touch screen of the supported photocopier touch screen:

Configuration into XPLAN is quick and easy.

Create fields that you want to read off your documents and easily match these to fields within XPLAN.

Specify who has access to the documents you are scanning into XPLAN.

Specify the file type you want saved into XPLAN and how you want the file named.

As part of document scanning you can specify if you wish to browse areas of XPLAN and decide document by document where they are to be stored.